Erick Zanner is a registered investment advisor at Weinberg Advisory Group, based in Columbus, OH, with 24 years of industry experience. Erick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 102 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.60% |
| $1.0M - $3.0M | 1.60% |
| $3M+ | 1.30% |
Fees are negotiable and may be modified based on the nature, complexity, and scope of services, for the firm’s staff and family members, and other factors, at the discretion of the Adviser.
Fee Estimator
Location
35 North Fourth Street, Suite 300-D, Columbus, OH, 43215
Get directionsHistory
Regulatory History (2)
Judgment / Lien
February 2020Judgment / Lien
December 2013Other Business Activities
Erick is a FINRA arbitrator, dedicating minimal time to this activity. He is also a compensated member of the board of directors of Priority Designs, a private company, spending minimal time on this role.
Employment History
Current Registrations
Weinberg Advisory Group
Previous Registrations
Weinberg Advisory Group
Jdm Investment Counsel, LLC
Magnus Advisory Group
Citigroup Global Markets INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.